Civic Intelligence

N.E. Private Client Advisors Ltd

Plan context: Nepc Cash Balance Plan

EIN 20-1525080 • Providence, RI • 32 filings • 2 plans

790 North Main StreetProvidence, RI 02904
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$2,729,605

2025 Contributions

$238,051

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,002,499$3,001,250$0200820162024YearValue
$2,729,605Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1680200820162024YearValue
13Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202510$0$0-
Nepc Cash Balance Plan-0$0$0-
2024213$2,729,605$0-
Nepc Cash Balance Plan-13$2,729,605$0-
The Nepca Ltd Retirement Plan-0$0--
2023214$6,002,499$238,051$17,004iApproximate average salary by contribution assumption: employee only about $425,091 at 4% or $283,394 at 6%; with 50% employer match about $283,394 at 4% or $188,929 at 6%; with 100% employer match about $212,546 at 4% or $141,697 at 6%.
The Nepca Ltd Retirement Plan-14$3,465,246$238,051$17,004iApproximate average salary by contribution assumption: employee only about $425,091 at 4% or $283,394 at 6%; with 50% employer match about $283,394 at 4% or $188,929 at 6%; with 100% employer match about $212,546 at 4% or $141,697 at 6%.
Nepc Cash Balance Plan-13$2,537,253$0-
2022216$5,059,600$711,609$44,476iApproximate average salary by contribution assumption: employee only about $1,111,889 at 4% or $741,259 at 6%; with 50% employer match about $741,259 at 4% or $494,173 at 6%; with 100% employer match about $555,945 at 4% or $370,630 at 6%.
The Nepca Ltd Retirement Plan-16$2,797,879$461,609$28,851iApproximate average salary by contribution assumption: employee only about $721,264 at 4% or $480,843 at 6%; with 50% employer match about $480,843 at 4% or $320,562 at 6%; with 100% employer match about $360,632 at 4% or $240,421 at 6%.
Nepc Cash Balance Plan-13$2,261,721$250,000$19,231iApproximate average salary by contribution assumption: employee only about $480,769 at 4% or $320,513 at 6%; with 50% employer match about $320,513 at 4% or $213,675 at 6%; with 100% employer match about $240,385 at 4% or $160,256 at 6%.
2021213$4,824,394$304,375$23,413iApproximate average salary by contribution assumption: employee only about $585,337 at 4% or $390,224 at 6%; with 50% employer match about $390,224 at 4% or $260,150 at 6%; with 100% employer match about $292,668 at 4% or $195,112 at 6%.
The Nepca Ltd Retirement Plan-13$2,620,747$104,375$8,029iApproximate average salary by contribution assumption: employee only about $200,721 at 4% or $133,814 at 6%; with 50% employer match about $133,814 at 4% or $89,209 at 6%; with 100% employer match about $100,361 at 4% or $66,907 at 6%.
Nepc Cash Balance Plan-11$2,203,647$200,000$18,182iApproximate average salary by contribution assumption: employee only about $454,545 at 4% or $303,030 at 6%; with 50% employer match about $303,030 at 4% or $202,020 at 6%; with 100% employer match about $227,273 at 4% or $151,515 at 6%.
2020212$3,923,954$536,987$44,749iApproximate average salary by contribution assumption: employee only about $1,118,723 at 4% or $745,815 at 6%; with 50% employer match about $745,815 at 4% or $497,210 at 6%; with 100% employer match about $559,361 at 4% or $372,908 at 6%.
The Nepca Ltd Retirement Plan-12$2,108,209$386,987$32,249iApproximate average salary by contribution assumption: employee only about $806,223 at 4% or $537,482 at 6%; with 50% employer match about $537,482 at 4% or $358,321 at 6%; with 100% employer match about $403,111 at 4% or $268,741 at 6%.
Nepc Cash Balance Plan-9$1,815,745$150,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
2019211$3,147,767$257,538$23,413iApproximate average salary by contribution assumption: employee only about $585,314 at 4% or $390,209 at 6%; with 50% employer match about $390,209 at 4% or $260,139 at 6%; with 100% employer match about $292,657 at 4% or $195,105 at 6%.
The Nepca Ltd Retirement Plan-11$1,628,195$101,708$9,246iApproximate average salary by contribution assumption: employee only about $231,155 at 4% or $154,103 at 6%; with 50% employer match about $154,103 at 4% or $102,735 at 6%; with 100% employer match about $115,577 at 4% or $77,052 at 6%.
Nepc Cash Balance Plan-9$1,519,572$155,830$17,314iApproximate average salary by contribution assumption: employee only about $432,861 at 4% or $288,574 at 6%; with 50% employer match about $288,574 at 4% or $192,383 at 6%; with 100% employer match about $216,431 at 4% or $144,287 at 6%.
2018210$2,473,965$243,063$24,306iApproximate average salary by contribution assumption: employee only about $607,658 at 4% or $405,105 at 6%; with 50% employer match about $405,105 at 4% or $270,070 at 6%; with 100% employer match about $303,829 at 4% or $202,553 at 6%.
The Nepca Ltd Retirement Plan-10$1,278,238$96,631$9,663iApproximate average salary by contribution assumption: employee only about $241,578 at 4% or $161,052 at 6%; with 50% employer match about $161,052 at 4% or $107,368 at 6%; with 100% employer match about $120,789 at 4% or $80,526 at 6%.
Nepc Cash Balance Plan-7$1,195,727$146,432$20,919iApproximate average salary by contribution assumption: employee only about $522,971 at 4% or $348,648 at 6%; with 50% employer match about $348,648 at 4% or $232,432 at 6%; with 100% employer match about $261,486 at 4% or $174,324 at 6%.
2017210$2,421,973$242,099$24,210iApproximate average salary by contribution assumption: employee only about $605,248 at 4% or $403,498 at 6%; with 50% employer match about $403,498 at 4% or $268,999 at 6%; with 100% employer match about $302,624 at 4% or $201,749 at 6%.
The Nepca Ltd Retirement Plan-10$1,300,591$94,934$9,493iApproximate average salary by contribution assumption: employee only about $237,335 at 4% or $158,223 at 6%; with 50% employer match about $158,223 at 4% or $105,482 at 6%; with 100% employer match about $118,668 at 4% or $79,112 at 6%.
Nepc Cash Balance Plan-7$1,121,382$147,165$21,024iApproximate average salary by contribution assumption: employee only about $525,589 at 4% or $350,393 at 6%; with 50% employer match about $350,393 at 4% or $233,595 at 6%; with 100% employer match about $262,795 at 4% or $175,196 at 6%.
201628$1,908,372$240,738$30,092iApproximate average salary by contribution assumption: employee only about $752,306 at 4% or $501,538 at 6%; with 50% employer match about $501,538 at 4% or $334,358 at 6%; with 100% employer match about $376,153 at 4% or $250,769 at 6%.
The Nepca Ltd Retirement Plan-8$1,036,429$94,801$11,850iApproximate average salary by contribution assumption: employee only about $296,253 at 4% or $197,502 at 6%; with 50% employer match about $197,502 at 4% or $131,668 at 6%; with 100% employer match about $148,127 at 4% or $98,751 at 6%.
Nepc Cash Balance Plan-6$871,943$145,937$24,323iApproximate average salary by contribution assumption: employee only about $608,071 at 4% or $405,381 at 6%; with 50% employer match about $405,381 at 4% or $270,254 at 6%; with 100% employer match about $304,035 at 4% or $202,690 at 6%.
201527$1,487,223$142,688$20,384iApproximate average salary by contribution assumption: employee only about $509,600 at 4% or $339,733 at 6%; with 50% employer match about $339,733 at 4% or $226,489 at 6%; with 100% employer match about $254,800 at 4% or $169,867 at 6%.
The Nepca Ltd Retirement Plan-7$826,085$84,416$12,059iApproximate average salary by contribution assumption: employee only about $301,486 at 4% or $200,990 at 6%; with 50% employer match about $200,990 at 4% or $133,994 at 6%; with 100% employer match about $150,743 at 4% or $100,495 at 6%.
Nepc Cash Balance Plan-6$661,138$58,272$9,712iApproximate average salary by contribution assumption: employee only about $242,800 at 4% or $161,867 at 6%; with 50% employer match about $161,867 at 4% or $107,911 at 6%; with 100% employer match about $121,400 at 4% or $80,933 at 6%.
201428$1,379,484$233,259$29,157iApproximate average salary by contribution assumption: employee only about $728,934 at 4% or $485,956 at 6%; with 50% employer match about $485,956 at 4% or $323,971 at 6%; with 100% employer match about $364,467 at 4% or $242,978 at 6%.
The Nepca Ltd Retirement Plan-8$769,369$81,579$10,197iApproximate average salary by contribution assumption: employee only about $254,934 at 4% or $169,956 at 6%; with 50% employer match about $169,956 at 4% or $113,304 at 6%; with 100% employer match about $127,467 at 4% or $84,978 at 6%.
Nepc Cash Balance Plan-4$610,115$151,680$37,920iApproximate average salary by contribution assumption: employee only about $948,000 at 4% or $632,000 at 6%; with 50% employer match about $632,000 at 4% or $421,333 at 6%; with 100% employer match about $474,000 at 4% or $316,000 at 6%.
201327$1,084,278$252,947$36,135iApproximate average salary by contribution assumption: employee only about $903,382 at 4% or $602,255 at 6%; with 50% employer match about $602,255 at 4% or $401,503 at 6%; with 100% employer match about $451,691 at 4% or $301,127 at 6%.
The Nepca Ltd Retirement Plan-7$646,770$79,145$11,306iApproximate average salary by contribution assumption: employee only about $282,661 at 4% or $188,440 at 6%; with 50% employer match about $188,440 at 4% or $125,627 at 6%; with 100% employer match about $141,330 at 4% or $94,220 at 6%.
Nepc Cash Balance Plan-4$437,508$173,802$43,451iApproximate average salary by contribution assumption: employee only about $1,086,263 at 4% or $724,175 at 6%; with 50% employer match about $724,175 at 4% or $482,783 at 6%; with 100% employer match about $543,131 at 4% or $362,088 at 6%.
201228$686,822$220,566$27,571iApproximate average salary by contribution assumption: employee only about $689,269 at 4% or $459,513 at 6%; with 50% employer match about $459,513 at 4% or $306,342 at 6%; with 100% employer match about $344,634 at 4% or $229,756 at 6%.
The Nepca Ltd Retirement Plan-8$461,535$98,642$12,330iApproximate average salary by contribution assumption: employee only about $308,256 at 4% or $205,504 at 6%; with 50% employer match about $205,504 at 4% or $137,003 at 6%; with 100% employer match about $154,128 at 4% or $102,752 at 6%.
Nepc Cash Balance Plan-4$225,287$121,924$30,481iApproximate average salary by contribution assumption: employee only about $762,025 at 4% or $508,017 at 6%; with 50% employer match about $508,017 at 4% or $338,678 at 6%; with 100% employer match about $381,013 at 4% or $254,008 at 6%.
201127$408,935$188,490$26,927iApproximate average salary by contribution assumption: employee only about $673,179 at 4% or $448,786 at 6%; with 50% employer match about $448,786 at 4% or $299,190 at 6%; with 100% employer match about $336,589 at 4% or $224,393 at 6%.
The Nepca Ltd Retirement Plan-7$310,751$90,306$12,901iApproximate average salary by contribution assumption: employee only about $322,521 at 4% or $215,014 at 6%; with 50% employer match about $215,014 at 4% or $143,343 at 6%; with 100% employer match about $161,261 at 4% or $107,507 at 6%.
Nepc Cash Balance Plan-4$98,184$98,184$24,546iApproximate average salary by contribution assumption: employee only about $613,650 at 4% or $409,100 at 6%; with 50% employer match about $409,100 at 4% or $272,733 at 6%; with 100% employer match about $306,825 at 4% or $204,550 at 6%.
201015$234,259$72,882$14,576iApproximate average salary by contribution assumption: employee only about $364,410 at 4% or $242,940 at 6%; with 50% employer match about $242,940 at 4% or $161,960 at 6%; with 100% employer match about $182,205 at 4% or $121,470 at 6%.
The Nepca Ltd Retirement Plan-5$234,259$72,882$14,576iApproximate average salary by contribution assumption: employee only about $364,410 at 4% or $242,940 at 6%; with 50% employer match about $242,940 at 4% or $161,960 at 6%; with 100% employer match about $182,205 at 4% or $121,470 at 6%.
200915$171,623$91,708$18,342iApproximate average salary by contribution assumption: employee only about $458,540 at 4% or $305,693 at 6%; with 50% employer match about $305,693 at 4% or $203,796 at 6%; with 100% employer match about $229,270 at 4% or $152,847 at 6%.
The Nepca Ltd Retirement Plan-5$171,623$91,708$18,342iApproximate average salary by contribution assumption: employee only about $458,540 at 4% or $305,693 at 6%; with 50% employer match about $305,693 at 4% or $203,796 at 6%; with 100% employer match about $229,270 at 4% or $152,847 at 6%.
200815$44,319$57,653$11,531iApproximate average salary by contribution assumption: employee only about $288,265 at 4% or $192,177 at 6%; with 50% employer match about $192,177 at 4% or $128,118 at 6%; with 100% employer match about $144,133 at 4% or $96,088 at 6%.
The Nepca Ltd Retirement Plan-5$44,319$57,653$11,531iApproximate average salary by contribution assumption: employee only about $288,265 at 4% or $192,177 at 6%; with 50% employer match about $192,177 at 4% or $128,118 at 6%; with 100% employer match about $144,133 at 4% or $96,088 at 6%.